Universal Banker II

Reports to : Assistant Branch Manager

Department : Retail

NON-EXEMPT / Exempt : NON-EXEMPT

Summary

The Universal Banker II (UBII) is responsible for providing exceptional customer service while handling teller transactions, opening new accounts, maintenance and servicing of existing accounts, assisting clients with Online Banking services using a variety of devices, processing consumer loan applications, Wire Transfers, Notary Services, IRA Transactions, and referrals to other services such as commercial lending, Private Banking and Treasury Management services. The UBII will work with operations and the Branch sales team to achieve branch goals in the areas of deposit growth, market growth and fee income while controlling losses and expenses. The UBII will be responsible for maintaining essential controls and safeguards. The UBII will also take on other duties as assigned.

Essential Functions

Primary responsibilities include :

Providing Exceptional Service

• Accurately process transactions and new account openings in a timely and professional manner
• Constantly look for ways to improve processes that will improve the customer's experience and communicate those ideas to Branch Management

Generating Business / Deepening Customer Relationships

Performance Management

All Aspects of the Account Opening Process

Customer Identification Program (CIP) and Know Your Customer (KYC)

All Aspects of the Loan Process

Customer Identification Program (CIP) and Know Your Customer (KYC)

Maintenance and Servicing of Existing Accounts

Compliance with Regulations and Bank Security Program Requirements

Currency Transaction Report (CTR)

Knowledge, Skills, and Abilities Required

Regulatory Compliance

As a bank employee, you are responsible for following established policies and procedures related to bank regulations including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC, and the USA Patriot Act. This includes attending required training, reporting all suspicious activity to the BSA Compliance Officer, and following policy / procedure as it pertains to your job responsibilities. Failure to follow established policies and procedures will result in disciplinary action that may include termination.

This job description in no way implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to perform any other job-related duties assigned by the supervisor. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

Century Bank is an Equal Employment Opportunity / Affirmative Action employer and does not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.